Purchases and Sales Made in Q2 2022 in Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ)
This table provides information about the institutional ownership of Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ) during Q2 2022. The information is specifically focused on institutions that hold shares of Eaton Vance Risk-Managed Diversified Equity Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
59.3K+ 6.82% |
$497K - $588K
|
928K
$8.53M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
56.5KNew |
$474K - $561K
|
56.5K
$520K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.2K+ 925.77% |
$378K - $448K
|
50K
$460K
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
45.1KNew |
$378K - $447K
|
45.1K
$414K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44K+ 4.98% |
$369K - $436K
|
928K
$8.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.6K+ 10.36% |
$357K - $423K
|
454K
$4.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.1K+ 17.89% |
$294K - $348K
|
231K
$2.13M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29K+ 6.44% |
$243K - $288K
|
479K
$4.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.6K+ 57.19% |
$223K - $263K
|
73K
$671K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20.6K+ 555.35% |
$172K - $204K
|
24.3K
$223K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.5KNew |
$171K - $203K
|
20.5K
$188K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.4KNew |
$154K - $182K
|
18.4K
$169K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9K+ 2.17% |
$125K - $148K
|
703K
$6.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
12.8K+ 8.2% |
$107K - $127K
|
168K
$1.55M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
9.99K+ 45.61% |
$83.7K - $99.1K
|
31.9K
$293K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.4K+ 8.38% |
$62K - $73.4K
|
95.8K
$880K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.65KNew |
$55.7K - $65.9K
|
6.65K
$61.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.37K+ 4.45% |
$53.4K - $63.2K
|
150K
$1.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.1K+ 49.02% |
$51.1K - $60.5K
|
18.5K
$170K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.79K+ 2.7% |
$48.5K - $57.4K
|
220K
$2.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.47K+ 26.74% |
$45.8K - $54.2K
|
25.9K
$238K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.25K+ 1050.4% |
$44K - $52.1K
|
5.75K
$52.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.11K+ 9.72% |
$34.4K - $40.7K
|
46.4K
$426K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.1K+ 33.33% |
$34.4K - $40.7K
|
16.4K
$151K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.62K+ 13.03% |
$30.4K - $35.9K
|
31.4K
$289K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.8K+ 7.11% |
$23.5K - $27.8K
|
42.2K
$388K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.75K+ 10.97% |
$23.1K - $27.3K
|
27.8K
$256K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.74K+ 10.01% |
$22.9K - $27.1K
|
30.1K
$276K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.43K+ 4.01% |
$20.4K - $24.1K
|
63.1K
$579K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.69K+ 46.8% |
$14.1K - $16.7K
|
5.29K
$48.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51K+ 2.19% |
$12.6K - $14.9K
|
70.3K
$646K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27K+ 0.8% |
$10.7K - $12.6K
|
161K
$1.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.23KNew |
$10.3K - $12.2K
|
1.23K
$11.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1K+ 4.45% |
$8.38K - $9.92K
|
23.5K
$216K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
647+ 2.46% |
$5.42K - $6.42K
|
26.9K
$247K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
625New |
$5.24K - $6.2K
|
625
$5.74K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
251+ 1.02% |
$2.1K - $2.49K
|
24.8K
$227K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
239+ 1.68% |
$2K - $2.37K
|
14.4K
$133K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
228+ 1.52% |
$1.91K - $2.26K
|
15.3K
$140K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
226+ 1.42% |
$1.89K - $2.24K
|
16.2K
$149K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
170+ 0.43% |
$1.42K - $1.69K
|
39.6K
$364K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 2.53% |
$721 - $853
|
3.48K
$32K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.38% |
$327 - $387
|
10.3K
$94.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.35% |
$75.4 - $89.3
|
392
$3.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 2.64% |
$67 - $79.4
|
311
$2.86K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150Closed |
$1.26K - $1.49K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-150Closed |
$1.26K - $1.49K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-231Closed |
$1.94K - $2.29K
|
0
$0
|